See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,462 | $49,177+100.2% | $79,464+23.9% | $64,186+53.4% |
| Participation rate | 92.2% | 65.0%+27.1pp | 73.3%+18.8pp | 69.6%+22.6pp |
| Annual return | -7.41% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,461 | $2,076-29.7% | $2,800-47.8% | $2,381-38.6% |
| Participant deferral / active EE | $5,435 | $2,821+92.6% | $3,704+46.7% | $3,470+56.6% |
| Admin fee / account holder | $1,504 | $3,839-60.8% | $5,113-70.6% | $4,888-69.2% |